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Between the Hedges

added: Wed, 21st September 2005 | 297 views | 0x in favourites
feed url: http://feeds.feedburner.com/BetweenTheHedges

Portfolio Manager\'s commentary on investing and trading in the U.S. financial markets

Latest feed entries:

3-Month Average of Pending Home Sales Best in Over 4 Years

(Click on image to enlarge) BOTTOM LINE: Pending Home Sales jumped +5.3% in June versus estimates of a -1.0% decline. The 3-month average of Pending Home Sales is currently +2.5%, which is the...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Initial Jobless Claims Rise Slightly, Unemployment Steady, Pending Home Sales 3-Month Avg. Best in Over 4 Years

- Initial Jobless Claims for this week rose to 455K versus estimates of 425K and 448K the prior week. - Continuing Claims rose to 3311K versus estimates of 3255K and 3280K prior. - Pending Home...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Bull Radar

Style Outperformer: Small-cap Growth (-.12%) Sector Outperformers: Oil Service (+.70%), Semis (+.63%) and Homebuilders (+.46%) Stocks Rising on Unusual Volume: TXCO, ENG, SWSI, GDP, VE,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Links of Interest

Market Snapshot Commentary Market Performance Summary Style Performance Sector Performance WSJ Data Center Top 20 Biz Stories IBD Breaking News Movers & Shakers Upgrades/Downgrades In Play Exchange...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Thursday Watch

Late-Night Headlines Bloomberg: - The Bank of Korea raised its benchmark interest rate by a quarter point to the highest in almost eight years, judging the fastest inflation in a decade is a greater...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Finish Near Session Highs, Boosted by Commodity, Technology and Construction Shares

Evening Review Market Summary Top 20 Biz Stories Today’s Movers Market Performance Summary WSJ Data Center Sector Performance ETF Performance Style Performance Commodity Movers Market Wrap CNBC...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Rising into Final Hour on Short-Covering, Less Economic Pessimism, Lower Commodity Prices

BOTTOM LINE: The Portfolio is higher into the final hour on gains in my Internet longs, Computer longs, Alternative Energy longs, Medical longs and Gaming longs. I have not traded today, thus...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Today's Headlines

Bloomberg: - Investors in commodity-tracking indexes withdrew $680 million from agricultural futures last week, a record sixth straight week of outflows, according to UBS AG. - BP Plc, Europe's...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Bear Radar

Style Underperformer: Large-cap Value -.68% Sector Underperformers: Papers irlind (-2.71%), Retail (-2.25%) and Telecom (-1.79%) Stocks Falling on Unusual Volume: SNCR, CWEI, QSFT, PQ,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Economic Releases

- None of note

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Bull Radar

Style Outperformer: Large-cap Growth (+.17%) Sector Outperformers: Steel (+1.92%), Construction (+1.37%) and Energy (+1.09%) Stocks Rising on Unusual Volume: KWK, TSO, FCX, FTK, HERO,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Links of Interest

Market Snapshot Commentary Market Performance Summary Style Performance Sector Performance WSJ Data Center Top 20 Biz Stories IBD Breaking News Movers & Shakers Upgrades/Downgrades In Play Exchange...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Wednesday Watch

Late-Night Headlines Bloomberg: - The cost of protecting corporate bonds from default fell as the Federal Reserve signaled it won't boost borrowing costs anytime soon and U.S. stocks rallied the most...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Finish at Session Highs, Boosted by Transportation, Gaming, Retail, REIT and Financial Shares

Evening Review Market Summary Top 20 Biz Stories Today’s Movers Market Performance Summary WSJ Data Center Sector Performance ETF Performance Style Performance Commodity Movers Market Wrap CNBC...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Soaring into Final Hour on Diminishing Credit Market Angst, Less Financial Sector Pessimism and Lower Commodity Prices

BOTTOM LINE: The Portfolio is higher into the final hour on gains in my Semi longs, Computer longs, Gaming longs and Retail longs. I covered all my (IWM)/(QQQQ) hedges and some of my (EEM) short...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Today's Headlines

Bloomberg: - The cost of protecting corporate bonds from default fell amid speculation that the Federal Reserve will leave interest rates unchanged today and as declining oil prices helped ease...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Bear Radar

Style Underperformer: Mid-cap Growth +.77% Sector Underperformers: Gold irlind (-2.71%), Coal (-.98%) and Construction (-.21%) Stocks Falling on Unusual Volume: WTI, DNR, CLF, LIHR, SA,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

ISM Non-Manufacturing Rises More Than Estimates

- ISM Non-Manufacturing for July rose to 49.5 versus estimates of 48.8 and a reading of 48.2 in June. BOTTOM LINE: Service industry activity in the US exceeded economists’ estimates during July as...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Bull Radar

Style Outperformer: Small-cap Value (+2.04%) Sector Outperformers: Airlines (+5.21%), Gaming (+4.35%) and Retail (+3.65%) Stocks Rising on Unusual Volume: IRE, AIB, GEOY, USMO, PFG, AXA,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Links of Interest

Market Snapshot Commentary Market Performance Summary Style Performance Sector Performance WSJ Data Center Top 20 Biz Stories IBD Breaking News Movers & Shakers Upgrades/Downgrades In Play Exchange...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Tuesday Watch

Late-Night Headlines Bloomberg: - The US dollar rose, approaching a six- week high against the euro, before a Federal Reserve decision today at which policy makers may leave interest rates on hold...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Finish Near Session Lows, Weighed Down by Commodity, Construction and Homebuilding Shares

Evening Review Market Summary Top 20 Biz Stories Today’s Movers Market Performance Summary WSJ Data Center Sector Performance ETF Performance Style Performance Commodity Movers Market Wrap CNBC...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Stocks Lower into Final Hour on Global Growth Concerns, Forced Selling

BOTTOM LINE: The Portfolio is higher into the final hour on gains in my Semi longs, Medical longs, Biotech longs and Commodity shorts. I added (IWM)/(QQQQ) hedges and added to my (EEM) short today,...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

Today's Headlins

Bloomberg: - Plunging prices for cocoa, natural gas and sugar are sending the Reuters/Jefferies CRB Index of 19 commodities to it biggest one-day decline since March. The CRB index fell 3.3 percent...

[[ This is only a summary. Visit Between the Hedges at http://hedgefundmgr.blogspot.com for full content. ]]

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